As my readers should have figured out by now, my methods of investigation are pretty simple: I keep digging until I find something. Between preparing an estate planning update presentation (for clients and whoever else invites me – hint, hint!), and my own obsession with the new state of estate taxes, I finally uncovered the...
Check out this good article by Deborah Jacobs on CBS Moneywatch.com. It is a great overview of the personal planning issued individuals may face this year. http://moneywatch.bnet.com/retirement-planning/article/estate-tax-what-you-need-to-know-for-2010/378294/ It is also a good overview for planned giving professionals wondering how to leverage the current estate tax situation for their planned giving programs.
We have finally made it to the day everyone said would never come. For nine years – since the passage of EGTRRA in 2001 (whatever that stands for) – every speaker, writer, expert in the area of estate planning told us that Congress would never let this happen. What day? What’s so dreaded about the...
Pretty amazing that for 9 years straight, all of the experts in the estate planning field have been saying and writing that Congress would never let the estate tax repeal really happen. But we made it to Jan. 1 and now former President Bush can brag to his wealthy friends that he saved them a...
Here is the text from the article referenced in the previous post for those without a WSJ subscription: GETTING PERSONAL: IRA Charitable Rollover Comes With Risks DECEMBER 29, 2009, 2:44 P.M. ET By Shelly Banjo A DOW JONES NEWSWIRES COLUMN NEW YORK (Dow Jones)–Donors who have tapped their individual retirement accounts for charitable donations under...